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CMDB

Costamare Bulkers Holdings
CMDB

92 hedge funds and large institutions have $63M invested in Costamare Bulkers Holdings in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $44.4M → $63M (+$18.6M)

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

5% more funds holding

Funds holding: 88 → 92 (+4)

3.08% less ownership

Funds ownership: 21.16% → 18.08% (-3.1%)

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
26
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$813K
2
Millennium Management
Millennium Management
New York
+$607K
3
JF
Jump Financial
Illinois
+$343K
4
Jane Street
Jane Street
New York
+$336K
5
American Century Companies
American Century Companies
Missouri
+$296K

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.33M
2
AA
Ancora Advisors
Ohio
-$2.29M
3
BCM
Bridgeway Capital Management
Texas
-$932K
4
DA
Denali Advisors
California
-$798K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$773K
Name Holding Trade Value Shares
Change 		Change in
Stake
C
76
Covestor
United Kingdom
$1K -$21 -2 -4%
VCM
77
Versant Capital Management
Arizona
$920 +$657 +64 New
Jones Financial Companies
78
Jones Financial Companies
Missouri
$877 +$533 +52 +306%
HNB
79
Huntington National Bank
Ohio
$661 +$472 +46 New
MCM
80
MAI Capital Management
Ohio
$561 -$1.45K -141 -78%
IA
81
IFP Advisors
Florida
$546 +$390 +38 New
CPG
82
Cornerstone Planning Group
New Jersey
$473 – – –
SAM
83
Smartleaf Asset Management
Massachusetts
$319 – – –
QCG
84
Quadrant Capital Group
Ohio
$317 +$226 +22 New
AssetMark Inc
85
AssetMark Inc
California
$302 +$215 +21 New
MG
86
Mather Group
Illinois
$302 +$215 +21 New
SIC
87
SJS Investment Consulting
Ohio
$288 – – –
CA
88
Clearstead Advisors
Ohio
$230 +$164 +16 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$172 -$31 -3 -20%
AF
90
Allworth Financial
California
$101 – – –
ASN
91
Advisory Services Network
Georgia
$101 +$72 +7 New
JWM
92
JPL Wealth Management
Colorado
$58 +$41 +4 New
AA
93
Ancora Advisors
Ohio
– -$2.29M -263,983 Closed
DA
94
Denali Advisors
California
– -$798K -92,025 Closed
BCM
95
Bluefin Capital Management
New York
– -$514K -59,316 Closed
SXL
96
Summit X LLC
Missouri
– -$207K -23,860 Closed
LSV Asset Management
97
LSV Asset Management
Illinois
– -$102K -11,740 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$98.2K -11,321 Closed
TWC
99
TD Waterhouse Canada
Ontario, Canada
– -$16.2K -1,880 Closed
FCMT
100
Founders Capital Management (Texas)
Texas
– -$6.94K -800 Closed
1 2 3
4
5

CMDB Hedge Fund Activity: Q3 2025 in Review

92 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Costamare Bulkers Holdings (CMDB) for Q3 2025, worth a combined $63M — up 42% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CMDB positions and 14 closed out — a net gain of 4 holders — while 26 added to existing stakes and 34 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $813K. The largest seller was Acadian Asset Management, cutting an estimated $2.33M.

  • 92 institutional investors held Costamare Bulkers Holdings (CMDB) as of Q3 2025, up from 88 in Q2 2025.
  • Funds reported $63M of Costamare Bulkers Holdings stock for Q3 2025, up 42% quarter-over-quarter.
  • 18 funds opened new Costamare Bulkers Holdings positions in Q3 2025 and 14 closed out, a net change of +4 holders.
  • The largest Costamare Bulkers Holdings buyer in Q3 2025 was Citadel Advisors, an estimated $813K added.
  • The largest Costamare Bulkers Holdings seller in Q3 2025 was Acadian Asset Management, an estimated $2.33M sold.

Based on aggregated 13F filings for Q3 2025.